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Wells Fargo
WFC

Overview Fund Activity

1,859 hedge funds and large institutions have $209B invested in Wells Fargo in 2017 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 650 increasing their positions, 909 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,859
Holders Change
-48
Holders Change %
-2.52%
% of All Funds
46.42%
Holding in Top 10
213
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-11.25%
% of All Funds
5.32%
New
83
Increased
650
Reduced
909
Closed
116
Calls
$2.32B
Puts
$3.01B
Net Calls
-$686M
Net Calls Change
-$247M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.17B
2
Bank of America
Bank of America
North Carolina
+$488M
3
BlackRock
BlackRock
New York
+$469M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$401M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$293M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.77B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$574M
3
TCIM
TIAA CREF Investment Management
New York
-$407M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$291M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDJVC
1576
St. Denis J. Villere & Co
Louisiana
$375K +$375K +6,800 New
PFA
1577
Pure Financial Advisors
California
$373K -$88.4K -1,601 -19%
BL
1578
Balentine LLC
Georgia
$373K +$17.9K +324 +5%
GC
1579
Grimes & Company
Massachusetts
$373K +$41.2K +747 +12%
PIA
1580
Peachtree Investment Advisors
Georgia
$372K -$38.6K -700 -9%
RFM
1581
Royal Fund Management
Florida
$372K -$1.05K -19 -0.3%
JWA
1582
JFS Wealth Advisors
Pennsylvania
$371K -$11.2K -204 -3%
CYG
1583
Clean Yield Group
Vermont
$370K – – –
AAS
1584
Annex Advisory Services
Wisconsin
$367K +$42.5K +769 +13%
CAM
1585
Congress Asset Management
Massachusetts
$363K +$8.1K +147 +2%
SBL
1586
Sargent Bickham Lagudis
Colorado
$362K -$209K -3,801 -37%
BFPW
1587
BOK Financial Private Wealth
Colorado
$361K -$630K -11,415 -64%
BFS
1588
Baskin Financial Services
Ontario, Canada
$361K -$11K -200 -3%
NEPWA
1589
New England Private Wealth Advisors
Massachusetts
$361K +$1.16K +21 +0.3%
CCM
1590
Cribstone Capital Management
Maine
$361K +$19.9K +360 +6%
EP
1591
Edgestream Partners
New Jersey
$361K +$361K +6,546 New
CVM
1592
Cheviot Value Management
California
$358K +$331 +6 +0.1%
CIM
1593
Confluence Investment Management
Missouri
$358K +$100K +1,822 +39%
TCB
1594
Texas Capital Bancshares
Texas
$356K -$12.7K -231 -3%
SNBOSD
1595
Security National Bank of So Dak
Iowa
$351K -$1.1K -20 -0.3%
WIP
1596
Wellesley Investment Partners
Massachusetts
$350K -$30.5K -554 -8%
AssetMark Inc
1597
AssetMark Inc
California
$349K -$458K -8,307 -57%
SCM
1598
Snow Capital Management
Pennsylvania
$347K +$137K +2,483 +65%
BCA
1599
Bray Capital Advisors
Florida
$344K -$18.2K -330 -5%
Members Trust
1600
Members Trust
Florida
$342K – – –
62 63
64
65 66